A couple in their mid-fifties recently sold their company and now have a net worth of approximately $15 million:
- $6 million net from the sale of their company
- $2 million in residential property (a main home and a vacation property)
- $7 million of liquidity (including $1 million in retirement funds)
The couple wants to be sure that their wealth will pass to their daughter who is planning to marry. They are particularly concerned that their daughter be able to retain her inheritance should she ever divorce.